“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics

$25.00

Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Barry Waxler and Marc Schwartz

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Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies. We will further discuss: The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.

(Purchase of this product will include a PDF copy of the presentation.)

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’